Asset Allocation (28 Feb 2018)

Objectives and Strategy

Fund Objective

The Fund aims to achieve returns (before fees, charges and taxes) that on average exceed inflation by at least 4.5% per annum, over periods of four years or more.

Fund Strategy

The Fund invests in a diversified mix of Australian and international assets with a balance of growth and defensive assets. The fund blends active and passive management styles from a selection of leading investment managers.

Offer information

Standard entry fee

4%

Indirect Cost Ratio (ICR)

1.79% (as at 30 Jun 2011)

Minimum initial investment

$2,000.00

Minimum additional investments

Minimum redemption amount

$1,000.00

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IMPORTANT: This information is general financial product advice only and you should consider the relevant product disclosure statement (PDS) or seek professional advice before making any investment decision. Product disclosure statements for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160. You should consider the product disclosure statement before making a decision about a product. All indications of performance returns are historical and cannot be relied upon as an indicator for future performance.